Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds American Funds 2015 Trgt Date Retire R6 - in their Schedule of Assets, totaling $13.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $4.4M |
| 2 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $1.2M |
| 3 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION |
RIVERDALE UT |
| 3,403 |
| $143.0M |
| $1.1M |
| 4 | MGC CONTRACTORS, INC. MGC CONTRACTORS, INC. 401(K) PLAN | PHOENIX AZ | 284 | $17.8M | $958K |
| 5 | FLOGISTIX, LP FLOGISTIX, LP 401(K) PLAN | OKLAHOMA CITY OK | 453 | $21.1M | $545K |
| 6 | SOAVE ENTERPRISES, LLC SOAVE ENTERPRISES L.L.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | DETROIT MI | 1,047 | $58.1M | $458K |
| 7 | PENTEGRA SERVICES, INC SMART RETIREMENT PEP | WHITE PLAINS NY | 760 | $13.5M | $367K |
| 8 | UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 507 | $14.9M | $333K |
| 9 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $326K |
| 10 | SPECTRA CREDIT UNION SPECTRA CREDIT UNION 401(K) SAVINGS PLAN | ALEXANDRIA VA | 79 | $15.8M | $296K |
